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iShares Russell 2000 Growth ETF

825 hedge funds and large institutions have $9.43B invested in iShares Russell 2000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 203 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

9% more capital invested

Capital invested by funds: $8.64B → $9.43B (+$789M)

4.6% more ownership

Funds ownership: 73.23%77.84% (+4.6%)

3% more funds holding

Funds holding: 804825 (+21)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

32% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 299

75% less call options, than puts

Call options by funds: $120M | Put options by funds: $483M

Holders
825
Holders Change
+21
Holders Change %
+2.61%
% of All Funds
14.49%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.58%
New
91
Increased
203
Reduced
299
Closed
59
Calls
$120M
Puts
$483M
Net Calls
-$363M
Net Calls Change
-$95.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$92.2M +$18.9M +60,887 +25%
Financial Engines Advisors
27
Financial Engines Advisors
California
$87.8M -$21.6M -69,498 -19%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$85.7M -$17.3M -55,873 -16%
CB
29
Commerce Bank
Missouri
$83.8M -$5.84M -18,820 -6%
Truist Financial
30
Truist Financial
North Carolina
$76.4M -$45.1M -145,396 -36%
MCM
31
MKP Capital Management
New York
$58M +$59.9M +193,000 New
KeyBank National Association
32
KeyBank National Association
Ohio
$54.5M -$523K -1,685 -0.9%
RJA
33
Raymond James & Associates
Florida
$53.9M -$202K -652 -0.4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$49.8M +$8M +25,768 +18%
BPB
35
Badgley, Phelps & Bell
Washington
$46.6M +$5.02M +16,185 +12%
BCI
36
Brinker Capital Investments
Pennsylvania
$40.3M +$41.6M +133,935 New
BUB
37
BBVA USA Bancshares
Texas
$36.1M -$704K -2,269 -2%
Osaic Holdings
38
Osaic Holdings
Arizona
$35.2M +$3.66M +11,794 +11%
SI
39
Stephens Inc
Arkansas
$35.2M +$1.42M +4,580 +4%
SMM
40
Stadion Money Management
Georgia
$34.9M -$41.6M -134,128 -54%
WPW
41
Waldron Private Wealth
Pennsylvania
$32.6M -$3.54M -11,407 -10%
SAM
42
Silvercrest Asset Management
New York
$31.5M +$225K +725 +0.7%
FWIA
43
Fort Washington Investment Advisors
Ohio
$31.5M
SG Americas Securities
44
SG Americas Securities
New York
$30.1M +$31M +100,000 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$30.1M +$14M +45,118 +82%
CAN
46
Cetera Advisor Networks
California
$29.8M -$3.01M -9,712 -9%
RFA
47
Reilly Financial Advisors
California
$28.7M +$56.5K +182 +0.2%
MML Investors Services
48
MML Investors Services
Massachusetts
$28M +$1.77M +5,713 +7%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$27.1M +$27.5M +88,491 New
CL
50
Choreo LLC
Illinois
$26.1M -$804K -2,590 -3%

IWO Hedge Fund Activity: Q1 2021 in Review

825 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2021, worth a combined $9.43B — up 9.1% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IWO positions and 59 closed out — a net gain of 32 holders — while 203 added to existing stakes and 299 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $225M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $71.7M sold.

  • 825 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2021, up from 804 in Q4 2020.
  • Funds reported $9.43B of iShares Russell 2000 Growth ETF stock for Q1 2021, up 9.1% quarter-over-quarter.
  • 91 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2021 and 59 closed out, a net change of +32 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $225M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q1 2021 was Bank of Nova Scotia, an estimated $71.7M sold.

Based on aggregated 13F filings for Q1 2021.